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Paraplanner

Posted 4 January by Xpert Resourcing Ltd Ended

Working for an established and successful firm based close to Huntingdon, where you will be joining a friendly team.

The ideal candidate will be currently working with high net worth individuals within an IFA practice and will be at least Diploma qualified. Due to the in depth nature of the role, preference will be given to those working towards Chartered standard.

You will work with two IFA’s writing new Pension & Investment business and assisting in the on-going advice for a bank of clients. There is the opportunity for the right candidate to be authorised to give advice if this is what they wish to do.

You will be offering Pension & Investment advice and the ideal candidate will have experience in these fields including Pension Drawdown and DB Transfer analysis.

Required skills

  • DB

Reference: 34135946

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